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8/8/2019 Personal Budget Planner Try
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Instructions
You may move from worksheet to worksheet by clicking on the dark blue buttons
located at the top of each worksheet or the blue tabs at the bottom of this workbook.
Enter data in only the white cells with gray borders:
Use the drop down boxes to chart different time periods (Current Month, Prior Month, Yearly, Jan, Feb, etc.)
Create a quick and easy budget by filling out the white cells on the "Quick Budget" sheet. Enter the "Frequency" by using the drop down menu
provided in each cell. The Monthly/Yearly figures are calculated for you and compared to your Tracking (actual) figures on the "Comparison" sheet.
Make sure "Use this budget for comparison purposes" is selected. (If this box is not selected, the "Budget By Month" figures will be used for comparison purposes instead.)
Use the "Budget By Month" sheet to create a budget with greater detail. Select your first budget month by using the drop down box in
the "Income" section. To unhide future months, click the grey button at the top of the sheet labeled "Click here then Ctrl+Shift+0".Make sure "Use this budget for comparison purposes" is selected if you are building 'a budget by month. (If this box is not selected,
the "Quick Budget" sheet figures will be used for comparison purposes instead.)
Use this sheet to track your actual income and spending. Select your first tracking month by using the drop down box in the "Income" section.These figures will be compared to your budgeted figures on the "Comparison" page.
Use this sheet to monitor how well you are sticking to your budget. Compare different time periods by using the drop down box above the
"Income" section
We've provided this sheet for those interested in tracking their spending on a daily basis. This simple record goes a long way in helping
you stick to your budget. Your savings can be invested in a better way and which will help you when you are in need!
Quick Budget
Budget by Month
Tracking
Comparison
Daily Spending
Questions?Email at : [email protected]
Questions?Email at : [email protected]
Budget Planner - Overview / Help
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Benefits to you
Often people find it difficult to manage their resources or fail to manage their income and expenditure leading to a life which no longer lead their
family or society in a happy and healthy situation. It can grow up as a social problem. Especially people work in Gulf Countries will have a
Big "0" balance once they retire or lose their job. We believe this can help you in this situation to manage your funds and help you lead a
Disciplined Life.
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Chart:
Frequency Amount Monthly Yearly
Total Income (net) 9246.82 110961.84
Salary/Wages Monthly 2419.45 2419.45 29033.40
Salary/Wages (Spouse) Monthly 1500.00 1500.00 18000.00
Other Quarterly 0.00 0.00Other Monthly 1093.97 1093.97 13127.64
Other Monthly 4233.40 4233.40 50800.80
3653.85 43846.24
Transportation 1089.48 13073.80
Auto Loan/Lease Monthly 650.00 650.00 7800.00
Insurance Monthly 0.00 0.00
Petrol,Gas,Oil & Lub. Monthly 240.00 240.00 2880.00
Maintenance Semi-Annually 250.00 41.67 500.00
Registration/Inspection Yearly 1293.80 107.82 1293.80
Train/Bus tickets Monthly 0.00 0.00
Taxis Monthly 0.00 0.00
Other Monthly 50.00 50.00 600.00
Home 866.67 10400.00
Home Loan EMI Monthly 0.00 0.00
Rent Monthly 0.00 0.00
Maintenance Monthly 0.00 0.00
Insurance Monthly 0.00 0.00
Furniture Yearly 0.00 0.00
Household Supplies Monthly 0.00 0.00
Groceries Weekly 200.00 866.67 10400.00
Real Estate Tax Semi-Annually 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00
Utilities 435.00 5220.00
Phone - Home Monthly 30.00 30.00 360.00
Phone - Cell Monthly 100.00 100.00 1200.00
Cable TV Monthly 99.00 99.00 1188.00
Cooking Gas Monthly 0.00 0.00
Water Monthly 30.00 30.00 360.00
Electricity Monthly 110.00 110.00 1320.00
Internet Monthly 66.00 66.00 792.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00
Health 116.37 1396.44
Dental Monthly 0.00 0.00
Medical Monthly 0.00 0.00
Medicines Monthly 0.00 0.00
Vision/contacts Semi-Annually 0.00 0.00
Life Insurance Monthly 116.37 116.37 1396.44
Yoga/Fitness Club Monthly 0.00 0.00
Other Monthly 0.00 0.00
Entertainment 483.33 5800.00
Memberships Monthly 0.00 0.00
Dining out Weekly 100.00 433.33 5200.00
Events Monthly 0.00 0.00
Subscriptions,Newspaper Monthly 50.00 50.00 600.00
Movies Monthly 0.00 0.00
Music Monthly 0.00 0.00
Hobbies Weekly 0.00 0.00
Travel/ Vacation Yearly 0.00 0.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00
Miscellaneous 663.00 7956.00
Laundry,Dry Cleaning Monthly 0.00 0.00
New Clothes Quarterly 0.00 0.00
Donations/Charity Monthly 0.00 0.00
Child Care Monthly 0.00 0.00
Tuition Monthly 0.00 0.00
College Loans Monthly 0.00 0.00
Pocket Money Weekly 0.00 0.00Gifts Monthly 0.00 0.00
Credit Card Monthly 0.00 0.00
Other Monthly 663.00 663.00 7956.00
Other Monthly 0.00 0.00
Other Monthly 0.00 0.00
Quick Budget
Spending Total:
Income
1089
867435
116
483
663
Transportation
Home Utilities
Health Entertainment Miscellaneous
$0 $1,000 $2,000 $3 ,000 $4,000 $5,000 $6,000 $7,000 $8 ,000 $9,000 $10,000
3654
9247
5593
$3,654 $9,247 $5,593
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Budget Summary
Spending Summary
Monthl
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Chart:
Aug Sep Oct Nov Dec 0 MonthsOct to Date
Total Income (net) 0.00 0.00 0.00 0.00 0.00 0.000
Salary/Wages 0.000
Salary/Wages (Spouse) 0.000
Other 0.000
Other 0.000
Other 0.000
0.00 0.00 0.00 0.00 0.00 0.000
Transportation 0.00 0.00 0.00 0.00 0.00 0.000
Auto Loan/Lease 0.000
Insurance 0.000
Gas 0.000
Maintenance 0.000
Registration/Inspection 0.000
Bill's train pass 0.000
Jane's bus pass 0.000
Other 0.000
Home 0.00 0.00 0.00 0.00 0.00 0.000
EMI 0.000
Rent 0.000
Maintenance 0.000
Insurance 0.000
Furniture 0.000
Household Supplies 0.000
Groceries 0.000
Real Estate Tax 0.000
Other 0.000
Other 0.000
Utilities 0.00 0.00 0.00 0.00 0.00 0.000
Phone - Home 0.000
Phone - Cell 0.000
Cable 0.000
Gas 0.000
Water 0.000
Electricity 0.000
Internet 0.000
Other 0.000
Other 0.000
Health 0.00 0.00 0.00 0.00 0.00 0.000
Dental 0.000
Medical 0.000
Medication 0.000
Vision/contacts 0.000
Life Insurance 0.000
Other 0.000
Other 0.000
Entertainment 0.00 0.00 0.00 0.00 0.00 0.000
Memberships 0.000
Dining out 0.000
Events 0.000
Subscriptions 0.000
Movies 0.000
Music 0.000
Hobbies 0.000
Travel/ Vacation 0.000
Other 0.000
Other 0.000
Miscellaneous 0.00 0.00 0.00 0.00 0.00 0.000
Dry Cleaning 0.000
New Clothes 0.000
Donations 0.000
Child Care 0.000
Tuition 0.000
College Loans 0.000
Pocket Money 0.000
Gifts 0.000
Credit Card 0.000
Other 0.000
Other 0.000
Other 0.000
0 0 0 0 0 0 1 1 1 1 1
$- $- $-
Spending Total:
Income
Budget ByMonth
Aug Sep Oct Nov Dec
0
0
0
0
0
0
1
1
1
1
1
Row 16 Row 8
Transportation
Home Utilities
Health Entertainment
Miscellaneous
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Budget Summary
Spending Summary
Budget by Month
March
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Chart:
Oct Nov Dec Jan Oct to Date
Total Income (net) 0.00 0.00 0.00 0.00 0.00
Salary/Wages 0.00
Salary/Wages (Spouse) 0.00
Other 0.00Other 0.00
Other 0.00
Total Spending: 0.00 0.00 0.00 0.00 0.00
Transportation 0.00 0.00 0.00 0.00 0.00
Auto Loan/Lease 0.00
Insurance 0.00
Petrol,Gas,Oil & Lub. 0.00
Maintenance 0.00
Registration/Inspection 0.00
Train/Bus tickets 0.00
Taxis 0.00
Other 0.00
Home 0.00 0.00 0.00 0.00 0.00
Home Loan EMI 0.00
Rent 0.00
Maintenance 0.00
Insurance 0.00
Furniture 0.00
Household Supplies 0.00
Groceries 0.00
Real Estate Tax 0.00
Other 0.00
Other 0.00
Utilities 0.00 0.00 0.00 0.00 0.00
Phone - Home 0.00
Phone - Cell 0.00
Cable TV 0.00
Cooking Gas 0.00
Water 0.00
Electricity 0.00
Internet 0.00
Other 0.00
Other 0.00
Health 0.00 0.00 0.00 0.00 0.00
Dental 0.00
Medical 0.00
Medicines 0.00
Vision/contacts 0.00
Life Insurance 0.00
Yoga/Fitness Club 0.00
Other 0.00
Entertainment 0.00 0.00 0.00 0.00 0.00
Memberships 0.00
Dining out 0.00
Events 0.00
Subscriptions,Newspaper 0.00
Movies 0.00Music 0.00
Hobbies 0.00
Travel/ Vacation 0.00
Other 0.00
Other 0.00
Miscellaneous 0.00 0.00 0.00 0.00 0.00
Laundry,Dry Cleaning 0.00
New Clothes 0.00
Donations/Charity 0.00
Child Care 0.00
Tuition 0.00
College Loans 0.00
Pocket Money 0.00
Gifts 0.00
Credit Card 0.00
Other 0.00
Other 0.00
Other 0.00
Spending
Income
Tracking
Oct Nov Dec Jan
0
0
0
0
0
0
1
1
1
1
1
Row 17 Row 8
0 0 0 0 0 0 1 1 1 1 1
$- $- $-
Actuals by Month
Actual Income/Spend Summary
Se tember
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Compare to Budget October
Budget Oct Actual Vs Budget
Total Income (net) 9,247 0 -9,247
Salary/Wages 2419.45 -2,419.45
Salary/Wages (Spouse) 1500 -1,500.00
Other 0 0.00Other 1093.97 -1,093.97
Other 4233.4 -4,233.40
Total Spending: 3,654 0 -3,654
Transportation 1,089 0 -1,089
Auto Loan/Lease 650.00 -650.00
Insurance 0.00 0.00
Petrol,Gas,Oil & Lub. 240.00 -240.00
Maintenance 41.67 -41.67
Registration/Inspection 107.82 -107.82
Train/Bus tickets 0.00 0.00
Taxis 0.00 0.00
Other 50.00 -50.00
Home 867 0 -867
Home Loan EMI 0.00 0.00
Rent 0.00 0.00
Maintenance 0.00 0.00
Insurance 0.00 0.00
Furniture 0.00 0.00
Household Supplies 0.00 0.00
Groceries 866.67 -866.67
Real Estate Tax 0.00 0.00
Other 0.00 0.00
Other 0.00 0.00
Utilities 435 0 -435
Phone - Home 30.00 -30.00
Phone - Cell 100.00 -100.00
Cable TV 99.00 -99.00
Cooking Gas 0.00 0.00
Water 30.00 -30.00
Electricity 110.00 -110.00
Internet 66.00 -66.00
Other 0.00 0.00
Other 0.00 0.00
Health 116 0 -116Dental 0.00 0.00
Medical 0.00 0.00
Medicines 0.00 0.00
Vision/contacts 0.00 0.00
Life Insurance 116.37 -116.37
Yoga/Fitness Club 0.00 0.00
Other 0.00 0.00
Entertainment 483 0 -483
Memberships 0.00 0.00
Dining out 433.33 -433.33
Events 0.00 0.00
Subscriptions,Newspaper 50.00 -50.00
Movies 0.00 0.00
Music 0.00 0.00
Hobbies 0.00 0.00
Travel/ Vacation 0.00 0.00
Other 0.00 0.00
Other 0.00 0.00
Miscellaneous 663 0 -663
Laundry,Dry Cleaning 0.00 0.00
New Clothes 0.00 0.00
Donations/Charity 0.00 0.00
Child Care 0.00 0.00
Tuition 0.00 0.00
College Loans 0.00 0.00Pocket Money 0.00 0.00
Gifts 0.00 0.00
Credit Card 0.00 0.00
Other 663.00 -663.00
Other 0.00 0.00
Other 0.00 0.00
0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 10,000
0
3654
0
9247
0
5592.97
Expense Income Balance(Savings)
Spending
Income
Comparison
1,089
0
867
0
435
0
116.37
0
483
0
663
0Transportation
Home Utilities
Health Entertainment
Miscellaneous
TrackingBudget
Spending Comparison
Tracking vs Budget Summary
October
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1st 2nd 3rd 4th 5th 6th 7th 8th 9th 10th 11th 12th 13th 14th 15th 16th
Total Day's Spending: 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Transportation 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Auto Loan/Lease
Insurance
Petrol,Gas,Oil & Lub.
Maintenance
Registration/Inspection
Train/Bus tickets
Taxis
Other
Home 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Home Loan EMI
Rent
Maintenance
InsuranceFurniture
Household Supplies
Groceries
Real Estate Tax
Other
Other
Utilities 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Phone - Home
Phone - Cell
Cable TV
Cooking Gas
Water
Electricity
Internet
Other
Other
Health 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Dental
Medical
Medicines
Vision/contacts
Life Insurance
Yoga/Fitness Club
Other
Entertainment 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Memberships
Dining out
Events
Subscriptions,Newspaper
Movies
Music
Hobbies
Travel/ Vacation
Other
Other
Miscellaneous 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Laundry,Dry Cleaning
New Clothes
Donations/Charity
Child Care
Tuition
College Loans
Pocket Money
Gifts
Credit Card
Other
Other
Other
Spending
Daily SpendingRecord
